Jobber + JobNimbus

Create new JobNimbus contacts from new clients in Jobber

With this workflow, as soon as a new client is added in Jobber, their details are instantly transferred over to JobNimbus, creating a new contact. This automation process not only saves time but also ensures that all client information is consistently and accurately recorded across both platforms. It's perfect for streamlining your client management activities, allowing you to focus more on delivering quality service.

When this happens...
New Client Created
Triggers when a client is created.
TriggerInstant
automatically do this!
Update Contact
Update an existing contact with Display Name.
ActionWrite

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Supported triggers and actions

New Client Created
Triggers when a client is created.
Trigger
Instant
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New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
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Job Closed
Triggers when a job is closed
Trigger
Instant
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Job Updated
Triggers when a job is updated
Trigger
Instant
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New Quote Created
Triggers when a quote is created.
Trigger
Instant
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New Request Created
Triggers when a request is created.
Trigger
Instant
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- Client IDRequired
- Tags to AddRequired
Action
Write

- ClientRequired
- Title
- Number of line itemsRequired
Action
Write
- ClientRequired
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or write
- FilterRequired
Trigger
Instant
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- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- IdRequired
- Display NameRequired
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- NameRequired
- Primary Contact IdRequired
- Address Line 1Required
- Address Line 2
- CityRequired
- State TextRequired
- ZipRequired
- Country Name
- Tags
- Date Created
- Date Start
- Date End
- Job Type
- Status Name
- External Id
Action
Write
- IDRequired
Action
Search

Client Updated
Triggers when a client is updated
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
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New Job Created
Triggers when a job is created.
Trigger
Instant
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Quote Approved
Triggers when a quote is approved
Trigger
Instant
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Quote Sent
Triggers when a quote is sent
Trigger
Instant
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- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- ClientRequired
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create VisitsRequired
- Start Time (HH:mm:ss)
- End Time (HH:mm:ss)
- Invoicing ScheduleRequired
- Number of line itemsRequired
Action
Write
- Request IDRequired
- MessageRequired
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search
- FilterRequired
Trigger
Instant
Try It
- FileRequired
- FilenameRequired
- Related IdRequired
- Attachment Type
- Description
- External ID
Action
Write
- IdRequired
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- Display NameRequired
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- EmailRequired
Action
Search